Spark Investment Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-7,100
| Closed | -$336K | – | 825 |
|
|
2015
Q3 | $336K | Hold |
7,100
| – | – | 0.04% | 442 |
|
|
2015
Q2 | $364K | Sell |
7,100
-19,200
| -73% | -$984K | 0.05% | 413 |
|
|
2015
Q1 | $1.35M | Hold |
26,300
| – | – | 0.19% | 181 |
|
|
2014
Q4 | $1.37M | Hold |
26,300
| – | – | 0.23% | 144 |
|
|
2014
Q3 | $1.38M | Buy |
26,300
+14,600
| +125% | +$766K | 0.21% | 160 |
|
|
2014
Q2 | $590K | Buy |
+11,700
| New | +$590K | 0.09% | 325 |
|